Telefónica - M2M Global Operator – Strategy of Alliances Telefónica Digital | Global M2M June 2013 m2m Index 01 Introduction 01 02 Creation of the M2M Ecosystem. Strategy 02 03 Conclusions. Main Messages. 03 © Telefónica Digital | All rights reserved 2 m2m 01 Introduction Creating an eco-system of Partners Due to the fragmentation of the M2M Value Chain, development of end-toend best in class solutions implies to work with Partners. Industry and market dynamics limit any one service provider’s ability to drive significant change by “going it alone”. Some programs and tools must be put in place to make this process easier in creating a rich ecosystem of valuable partners. m2m Partner Eco-system “Strategy” aiming at bringing together the world class M2M players along the value chain to rapidly create applications and services © Telefónica Digital | All rights reserved 4 m2m 02 Creation of the M2M Ecosystem. Strategy Creation of Eco-System – Objectives Fostering alliances with other operators aiming at: • Achieving synergies, • Reducing costs, • Gaining a better footprint and roaming capabilities, • Building a universal solution for global customers. 1 © Telefónica Digital | All rights reserved 2 Bilateral 6 Multilateral Alliance m2m …and with the best bilateral alliances for M2M … bilateral agreements with a number of worldwide carriers Nature: o Full partnership: Sales + Product + Technical Objectives o Increase Incomes: Increase Sales + New Wholesale Revenues o Reduce costs: Roaming + Economies of Scale Scope o Collaboration in Marketing and Commercial, o M2M Horizontal & Vertical Solutions, o Technology and Procurement o Focus on services for Transnational customers, mainly MNCs - via Roaming or local lines. © Telefónica Digital | All rights reserved 7 m2m Bilateral Alliances – Coverage. Global Coverage Norway Sweden Denmark Hungary Serbia Turkey Montenegro China Pakistan Bangladesh Libya Egypt Saudi Arabia India Niger Thailand Philippines Sudan Nigeria Malaysia Sri Lanka Benin, Gabon, Singapore Togo, Ivory Coast Tanzania Indonesia UAE Sunrise Telenor SingTel China Unicom Etisalat Telefónica Avea © Telefónica Digital | All rights reserved India: Etisalat, SingTel, Telenor Pakistan: Etisalat, SingTel, Telenor Indonesia: Etisalat, SingTel. Bangladesh: SingTel, Telenor Thailand: SingTel, Telenor 8 m2m .. and leading a M2M Alliance with significant telecom operators all over the world The Mission of the Alliance is to enable a global, unique seamless solution for the provision of communications to multinational customers requiring M2M device connectivity. Guiding Principles: • Focus on creating an M2M ecosystem & global multi-operator products • Open to new members to fill the geographic gaps • Currently, Jasper Wireless Control Center Platform usage • M2M Solutions: Unique customer interface (Jasper Wireless) and unique SIM (subscription update). © Telefónica Digital | All rights reserved 9 m2m M2M Global Customer Requirements Global solution: The agreements enable joint commercial efforts to look for a global solution based proposition. This is particularly important for M2M opportunities that require multiple services over large geographical areas: It's about Communication but also about Operations Requirements Solution • one portal • Permanent roaming solution • a unique SIM • Multioperator solution with local • a common APN subscriptions • a single VPN • a joint customer service • Unique/several invoicing It´s mandatory the collaboration between operators! • Local /lowest prices © Telefónica Digital | All rights reserved. 10 m2m Value Proposition for Customers Improving business Unique SIM, a uniform web interface and centralized management of status • Connectivity for a large geography • Easy regulation compliance • Cost of connectivity.- Using the SIM profile of a local operator avoids roaming costs, helping to keep services that use high volumes of data affordable for customers. • Controlling costs and predicting costs. • Logistics and simple SIM procurement.- Regardless from which Alliance member the M2M World Alliance SIM was procured, installed in an embedded mobile device it is ready to work in each M2M World Alliance • Global and Regional Support. • Unified billing and invoicing process. Capability to adapt the billing/invoicing to customer requirements. © Telefónica Digital | All rights reserved 11 m2m M2M Multi-operator Alliance Footprint Global Coverage Ireland Slovakia Belgium UK Germany Russia Canada Czech R. The Netherlands Spain México Puerto Rico Costa Rica El Salvador Panamá Nicaragua Colombia Ecuador Peru Venezuela Guatemala Ukraine Georgia Armenia Uzbekistan Kyrgyzstan Tajikistan Italy UAE Myanmar Japan Cambodia Algeria Libya Egypt KSA Afghanistan Laos PakistanIndia Sudan Niger, Bangladesh Thailand Philippines Nigeria Central African R. Brazil Benin, Gabon, Ivory Coast, Togo Tanzania Zimbabwe Burundi Chile © Telefónica Digital | All rights reserved Kazakhstan Sri Lanka Singapore Indonesia Australia Uruguay Argentina 12 m2m New Zealand Unified View of the Control Center Control Center Top Layer (Control Center) … a unified view of the Control Center will be offered to the Customer © Telefónica Digital | All rights reserved 13 m2m …A Subscription Management System will be implemented “Over The Air” Subscription Manager* Global SIM.- with provision subscription * Subscription Manager or Federation of Subscription Managers © Telefónica Digital | All rights reserved 14 m2m 03 Conclusions. Main Messages. M2M – Conclusions Telefónica is developing and sound policy of partnerships. Partnership with: Avea, China Unicom, Etisalat, KPN, NTT Docomo, Rogers, SingTel, Sunrise, Telenor, Telstra, Vimpelcom, This policy will allow extending the coverage to serve MNC customer requiring worldwide coverage. That promotes a global broad-based approach to go for international bids. Telefónica is a driving force to push the alliance of the eight operators. A solution of eUICC/OTA provisioning within the global alliance with eight operators under development. © Telefónica Digital | All rights reserved 16 m2m What the market said • “The seven mobile operators across the world using the same M2M platform will automatically benefit from a degree of interoperability that makes it easier for enterprise customers to expand into new markets.” (telecoms.com – News and Analysts) • “The operators has big names with a vast geographic reach. It includes carriers from completely different regions of the world” (telecoms.com – News and Analysts) • “The Alliance opens doors to global bids. The main thing is to develop a single solution to meet the requirements of multinationals.” (Ovum). • “It is hoped that the alliance will stimulate the growth of M2M solutions, and lead to a reduction in operational costs.” (Ovum). • “Operator M2M alliance could solve fragmentation in ecosystem” (Fierce Wireless Europe – citing Analysts). • “Along with greater collaboration between vendors and operators, such efforts would help to remove a barrier to the wider adoption of M2M services.” (Telecom Engine – M2M ) • “Incorporation of Etisalat. Because the global M2M market is defined by partnerships and the combination of core competencies an operator can bring to its M2M technology, being able to offer a single SIM for M2M will be attractive to enterprises looking to deploy a single M2M application in different markets worldwide”. (telecom.com – News and Analysts). © Telefónica Digital | All rights reserved 17 m2m What the market said "A significant advantage of this partnership, however, is addressing roaming challenges, especially in M2M industries such as automotive and logistics applications (e.g. regional and international logistics track & trace applications,.. The partners will also benefit for scale arguments when negotiating M2M devices, modules, API standardisation and M2M platform roadmap development. Moreover, these M2M telcos will differentiate themselves from other M2M service providers. “ “The alliance will now need to work hard to use its single worldwide SIM to both educate the enterprise market on the potential uses of M2M, as well as to use it as a platform to differentiate from other operators’ M2M offerings”; “It will be interesting to see how an alliance of operators with something approaching global reach – although the key markets of the US and China are still absent from its footprint – will be able to take market share from rivals with its single SIM approach in the growing M2M market” “Alliance members are using the Mobile World Congress to highlight its progress so far. The telcos are demonstrating SIM management capabilities and over-the-air subscription updates on tablets during the show, which the alliance states are key elements for manufacturers of mass-market connected devices.” © Telefónica Digital | All rights reserved 18 Frost&Sullivans Informa Telecoms TelecomAsia m2m m2m of Telefónica “We are here, and we will remain here” Welcome to the m2m world of Telefónica Welcome to a better world 19